SCA

Stuart Chaussee & Associates Portfolio holdings

AUM $458M
1-Year Est. Return 15.9%
This Quarter Est. Return
1 Year Est. Return
+15.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.76%
2 Industrials 0.71%
3 Communication Services 0.29%
4 Financials 0.21%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BR icon
101
Broadridge
BR
$26.6B
$38.8K 0.01%
163
ED icon
102
Consolidated Edison
ED
$35B
$37.7K 0.01%
375
BX icon
103
Blackstone
BX
$113B
$37.6K 0.01%
220
ICE icon
104
Intercontinental Exchange
ICE
$88.6B
$36.7K 0.01%
218
MPC icon
105
Marathon Petroleum
MPC
$57.9B
$34.7K 0.01%
180
CSCO icon
106
Cisco
CSCO
$304B
$34.2K 0.01%
500
AXP icon
107
American Express
AXP
$248B
$33.2K 0.01%
100
DGRO icon
108
iShares Core Dividend Growth ETF
DGRO
$35.3B
$32.5K 0.01%
478
SYY icon
109
Sysco
SYY
$35.6B
$31.7K 0.01%
385
MA icon
110
Mastercard
MA
$490B
$30.1K 0.01%
53
USMV icon
111
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$30K 0.01%
315
BRK.B icon
112
Berkshire Hathaway Class B
BRK.B
$1.09T
$28.7K 0.01%
57
VZ icon
113
Verizon
VZ
$171B
$28.1K 0.01%
640
MGC icon
114
Vanguard Mega Cap 300 Index ETF
MGC
$9.05B
$28.1K 0.01%
115
PAYX icon
115
Paychex
PAYX
$39.9B
$27.9K 0.01%
220
POCT icon
116
Innovator US Equity Power Buffer ETF October
POCT
$1.11B
$26.3K 0.01%
610
IJJ icon
117
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$24.9K 0.01%
192
LRCX icon
118
Lam Research
LRCX
$199B
$24.1K 0.01%
180
POOL icon
119
Pool Corp
POOL
$9.12B
$23.9K 0.01%
77
DGRW icon
120
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.1B
$23.8K 0.01%
268
IWD icon
121
iShares Russell 1000 Value ETF
IWD
$67.6B
$23.8K 0.01%
117
GSLC icon
122
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.8B
$23.7K 0.01%
182
IJR icon
123
iShares Core S&P Small-Cap ETF
IJR
$87.7B
$22.2K ﹤0.01%
187
ITOT icon
124
iShares Core S&P Total US Stock Market ETF
ITOT
$80.1B
$21.7K ﹤0.01%
149
PANW icon
125
Palo Alto Networks
PANW
$132B
$20.8K ﹤0.01%
102